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thuantv
Helper I
Helper I

How to fix TotalYTD Formular

Dear Everyone

I have used totalYTD formular to calculate accumulative revenue by month.

But the YTD amount is still as same as MTD amount.

Can you help me to fix this error.

https://drive.google.com/open?id=1ubYox2s3f1LvsryML93GLgkL_A52iqC3

Thanks and regards

Thuan Tang

1 ACCEPTED SOLUTION

Why are you creating a multiple date table?  One date table was fine.

Join All the dates with the same table. And then Use Month and Year from that Table.

 

Now you have  two date tables. and each fact/data table joins with its own date table.  And you are trying to get data from both the tables together.

Please find file

https://www.dropbox.com/s/jm52bm4xmnj25fw/Dax_YTD_v2.pbix?dl=0

 

For Date please follow this
Refer
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks. My Recent Blog -
https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...
https://community.powerbi.com/t5/Community-Blog/Power-BI-Working-with-Non-Standard-Time-Periods/ba-p...
https://community.powerbi.com/t5/Community-Blog/Comparing-Data-Across-Date-Ranges/ba-p/823601

View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

Create Year and Month also in date table. I have done that it is working. I used Datesytd. But totalytd should also do

 

https://www.dropbox.com/s/fof8dxbyb3bc0ik/Dax_YTD.pbix?dl=0

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks. My Recent Blog -
https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...
https://community.powerbi.com/t5/Community-Blog/Power-BI-Working-with-Non-Standard-Time-Periods/ba-p...
https://community.powerbi.com/t5/Community-Blog/Comparing-Data-Across-Date-Ranges/ba-p/823601

Dear Amitchandak

Firstly, I thank you about your solution. Your file already work with totalytd and datesytd.

But unfortunately, when I to repeat like your solution with the same data. There are something wrong that make it does not work.

I attached my file in Page 2, your working is in page 1. Can you tell me what I am wrong.

I recorgnize that you have change something with the "date" collumn in Date table but i do not know why you have to do that.

https://drive.google.com/open?id=133xCqprgr1sZ9vZGQf32ZssrzFDjdyBA

Can you help me to go to final solution.

Thanks and regards

Thuan

 

Why are you creating a multiple date table?  One date table was fine.

Join All the dates with the same table. And then Use Month and Year from that Table.

 

Now you have  two date tables. and each fact/data table joins with its own date table.  And you are trying to get data from both the tables together.

Please find file

https://www.dropbox.com/s/jm52bm4xmnj25fw/Dax_YTD_v2.pbix?dl=0

 

For Date please follow this
Refer
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks. My Recent Blog -
https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...
https://community.powerbi.com/t5/Community-Blog/Power-BI-Working-with-Non-Standard-Time-Periods/ba-p...
https://community.powerbi.com/t5/Community-Blog/Comparing-Data-Across-Date-Ranges/ba-p/823601

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